Crestmont Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
905
+3
| +0.3% | +$1.17K | 0.13% | 53 |
|
|
2025
Q1 | $297K | Buy |
902
+79
| +10% | +$26.1K | 0.13% | 53 |
|
|
2024
Q4 | $299K | Sell |
823
-141
| -15% | -$51.1K | 0.13% | 50 |
|
|
2024
Q3 | $377K | Buy |
964
+9
| +0.9% | +$3.52K | 0.16% | 44 |
|
|
2024
Q2 | $318K | Buy |
955
+326
| +52% | +$109K | 0.15% | 49 |
|
|
2024
Q1 | $230K | Buy |
+629
| New | +$230K | 0.11% | 55 |
|